Investment Banking Series (Interview and Technical Prep)

This package is a series of five sessions intended to simulate the end-to-end process of interviewing with either investment banking or private equity professionals. I have been on both sides of the interview process for investment banking and PE and will ensure you feel like you’re actually going through the process. Here’s what we’ll cover: - Session One (1 hour.): The Informational Interview/Coffee Chat + BONUS Recruiting tactics - We’ll discuss the process of preparing for and succeeding in an informational interview/coffee chat, covering the nuts and bolts of dress etiquette, engaging in and leading a thoughtful discussion, and tactics to minimize stress on the day of - Session Two (1 hr.): “Fit” Interview #1 - We’ll mimic a high-level “fit” interview that is intended to replicate your first-round experience with an HR professional. The first 30 minutes will be a mock interview followed by 30 minutes of feedback (timing permitting, we'll try to squeeze a second, albeit slightly shorter interview, to address any feedback discussed - Session Three (1 hr.): “Fit” Interview #2 - We’ll simulate a more thorough, intricate qualitative interview focused on your behavioral stories (think PAR method). The first 30 minutes will be a mock interview and then we’ll have 30 minutes for feedback. - Session Four: “Technical” Interview #1 - We’ll simulate a corporate-finance-focused interview, with a high level of emphasis on the three “traditional” valuation methodologies. The first 30 minutes will be a mock interview and then we’ll have 30 minutes for feedback. - Session Five: “Technical” Interview - A second round focused on addressing any feedback discussed during session four to ensure you're confident discussing the traditional methodologies. Time permitting, we'll discuss a full paper LBOs and a shorter paper LBO that skips the use of the balance sheet. The first 45 minutes will be a mock interview and then we’ll have 30 minutes for feedback. In addition to the live session time, I will provide you with a FAQ banking and Private Equity question guide I have compiled. This guide includes 20 commonly asked behavioral questions and 20 commonly asked technical questions. **What will clients take away from this package?** - A deep understanding of the investment banking and PE interview process, strategies to stand out, including how to identify and reach firms of interest - An increased level of confidence, knowing you’ve simulated and nailed the actual process - Relevant notes documented throughout the meetings - A guide with 20 commonly asked behavioral questions and 20 commonly asked technical questions